Digital Transformation Using O365, SharePoint Online and Nintex: Increase productivity by automating your processes by Alex Viera Key Takeaways: How workflow automation can help maximize your investment in Microsoft SharePoint and Office 365. We will demonstrate how Nintex (Workflow/Forms) can automate your time-consuming, manual processes and create streamlined workflows in every department (HR, Operations, Finance, Sales, Marketing, IT) of your organization. We will also look at how other companies are benefiting from automating their business processes.

1. Welcome Everyone!
Thank you for joining us today
Digital Transformation in SharePoint & Office 365 : Automate your Business
*Netwoven Confidential & Proprietary Information

2. • Webinar content will last for 50 minutes followed by Q&A session which
we will try to address key questions or we will follow up after the
webinar.
• If you have a question or an issue:
o Type your question in the question window of the GoToWebinar
control panel on the right side of your desktop
o We will sort through the questions real time and present those most
frequently asked to our panel at the end of the presentation
o If you have any issue, click on the hand
• If you have a question that does not get addressed, we will post answers
in our Netwoven blog or contact us via email.
How to Ask Questions
Walt De Petris

3. Who is Netwoven? Cloud Computing Excellence Award Winner
• Netwoven is a solution consulting firm serving large & mid-size enterprises
• We were founded in 2001 by former Microsoft executives
• Top domain experts from multiple industries and technology firms like Microsoft,
Accenture, Oracle & Intel
• U.S. headquartered company with global development center
Save the Children

4. Netwoven Services
Customers
TECHNOLOGY
SOLUTION
CONSULTING
• Nintex Premier Partner
• New Deployments / Migrations to Office365
• Dynamics CRM solutions
• Social and Search based solutions
• Expert Staffing Assistance
• Enterprise Content Management
• Web, Intranet & Collaboration Sites
• Big Data Management & Visualization
• Integrated Digital Marketing
• Platform Managed Services

5. Alex Viera – AlexV@Netwoven.com
•Nintex Solutions Architect @ Netwoven
•28+ years of overall development experience including
17 years as a Microsoft Software Design Engineer and
Technology Solutions Professional.
•MCTS MCP
•Bing/Google Maps – Geospatial Solutions
•Cloud Solutions (Nintex/SharePoint/Office365)

6. Agenda for our session today….
• How much ($$$) are you losing every day?
• Nintex Platform Overview
• What kinds of manual processes can be automated?
• Forms – Desktop, Mobile, and more….
• Workflow – Making a manual process flow with NO CODE!
• Mobile Applications – Android, IOS, and others….
• Cloud Integration – Digital Signatures (DocuSign), and others…
• Demo – Desktop, Mobile, DocuSign, Print Forms to PDF!
• Nintex Jumpstart Program – YOU WILL BE SUCCESSFUL!!!
• Q & A

7. How much time ($$) and productivity are you losing?

8. Everyday Processes
Can you
approve my
Vacation
Request?
Can you
approve my
Vacation
Request?
I need this
Expense
Report
approved. Please
Review this
Document
ASAP. Here’s some
Social Content
to publish.
I need this
Expense
Report
approved.
Here’s some
Social Content
to publish.
What is my
Job Task?
Please
Review
this
Document
ASAP.
Can you
approve this
Equipment
Purchase?
What is my
Job Task?
Please
Review
this
Document
ASAP.
Can you
approve this
Equipment
Purchase?
I need
Employee
Onboarding.
I need
Employee
Onboarding.
Can you
approve this
Equipment
Purchase?
What is my
Job Task?
I need
Employee
Onboarding.

9. Stages of Employment
Recruitment
•Job application
Pre-
Employment
•Background
checks
•Arbitration
Agreement
•NDA
•Etc.
Onboarding
•I-9 & W-2
•FSA / HSA
•Insurance
•Payroll Deductions
•Direct Deposit
•401K
•Etc.
Open
Enrollment
(Annual)
•Insurance changes
•Benefit changes
Change of
Status
Off-Boarding

10. Typical HR Forms
Government
W-4
I-9
Insurance
Health
Dental
Vision
Life
Enrollment
401K
HSA
FSA
Cafeteria
Authorization
Background
Checks
Direct Deposit
Acknowledge
Employee
Handbook
Drug Policy
Agreements
NDA
Arbitration
These forms all require
signatures, but most don’t
require data to be saved in
SharePoint

11. Typical Open Enrollment Forms
Insurance
Health
Dental
Vision
Life
Enrollment
HSA
FSA
Cafeteria

12. Nintex Workflow Platform

13. Nintex Workflow Platform
Give people the ability
to work anywhere,
anytime, on any device
Connect to the cloud for
content collaboration
Create, publish, and
deploy forms anywhere
Automate business
processes quickly
and easily

14. Automate Business
Processes Quickly & Easily
› Design and activate workflows quickly
and easily
› Model and improve any business
process – simple or complex
› Create powerful logic, reporting, and
management capabilities
› Connect to companywide line-of-
business systems

15. Automate Leave Request Notifications
Leave Request
Workflow
• Request submitted
• Workflow starts
• Request sent to manager
• Manager responds
• Submitter notified
• Workflow ends

16. Lazy Approval Overview
Flexible Workflow
Automation
• Respond to tasks by email
• No access to SharePoint
needed
• Easy configuration
• Available in task actions

17. Automate more

18. Automate Business Processes
Quickly & Easily
› Design and activate workflows quickly
and easily
› Model and improve any business
process – simple or complex
› Create powerful logic, reporting, and
management capabilities
› Connect to companywide line-of-
business systems
Forms for Everyone on Any
Device

19. Nintex Forms Designer

20. OOTB Device Layouts

21. Quick

22. Nintex Cloud Solutions

23. Reinvent Business Process with Nintex
Finance Operations Sales Legal
• Expense Reimbursements
• Procurement Process
• Purchasing Inquires
• Invoice Approvals
• Auditing
• Health and Safety
Inspections
• RFP Response
Management
• Discount Approval
• Risk Assessment
• Policy Approval
HR Marketing IT PMO
• Vacation Requests
• New Employee Requisition
• Press Release Publishing
• Social Media Publishing
Approval
• Innovation Management
• Infrastructure Provisioning
• Certificate Expiration
Reminders
• Initiating Projects / Project
Requests
• Status Report Reminders
• Stakeholder Approval

24. DEMO…
Forms
Workflow
Mobile
Document Generation
Document Conversion (PDF)

25. Nintex Jumpstart Program
Our Commitment To Your Success
• 2 x Training Sessions
• Nintex Forms
• Nintex Workflow
• Hands-on Lab
• Prescriptive Guidance
• Best Practices
• 8 hours - Nintex Solutions Architect
• 80 hours - Nintex Development
• Installation/Configuration Assistance

27. Thank you for your time today
www.netwoven.com/nintex
AlexV@Netwoven.com